May 06, 2021
Our Chief Fiduciary Officer, Joannie Bozek shares insight on the importance of a comprehensive financial...
August 03, 2018
Most people think that once a divorce settlement is signed, the financial connections between spouses...
April 10, 2018
For most financial advisers, the perplexing concept of "non-monied" might be something to instinctively avoid....
February 15, 2018
There are many factors that a divorcing couple and their advisors take into consideration when...
December 27, 2017
During and after divorce, an experienced financial planner can help to ensure that your financial...
October 20, 2017
Consider Hiring a Financial Advisor When Preparing Finances For Divorce: No, I’m not going to...
August 03, 2017
Couples in the throes of divorce settlement negotiations must address both the concrete and the...
December 04, 2016
Marriage, it's said, comes and goes, but divorce is forever. Evidence of that can be...
May 06, 2021
Our Chief Fiduciary Officer, Joannie Bozek shares insight on the importance of a comprehensive financial...
April 12, 2021
Jose Reynoso, our Director of Tax and Estate Planning, shares insight on how to plan...
October 26, 2020
Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View...
July 09, 2020
"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class...
June 16, 2020
The strategy when planning with GRATs is to capitalize on their very favorable quality of...
August 21, 2017
WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address...
August 14, 2017
Jose Reynoso used a New York state decanting statute to transfer the trust assets into...
June 28, 2017
Donna Cuiffo, managing director at Clarfeld Financial Advisors, a $6 billion multi-family office, said it...
May 02, 2017
Part of Overall Estate PlanningWhatever the benefits, many experts stress that survivorship insurance must be...
May 06, 2021
Our Chief Fiduciary Officer, Joannie Bozek shares insight on the importance of a comprehensive financial...
April 12, 2021
Jose Reynoso, our Director of Tax and Estate Planning, shares insight on how to plan...
February 11, 2021
Forbes magazine has named Founder and Executive Chairman, Rob Clarfeld and Chief Investment Officer Michael Hans, to its "2021 Best in State Wealth Advisors" ranking....
August 25, 2020
Forbes magazine has named Rob Clarfeld, Founder and Executive Chairman of Clarfeld Citizens Private Wealth,...
December 26, 2019
"As a financial advisor, at the start of a new client relationship, I assess the...
July 31, 2018
Our managing director and CIO Michael Hans met with The Street and Steve Chiavarone of...
May 30, 2018
The current status, and even the history of women in financial services, is just a...
May 29, 2018
A lack of communication within a family can pave the way for conflict. An advisor...
May 08, 2018
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, on markets and current allocation strategy....
November 22, 2017
Inventor and TV pitchman Ron Popeil became famous for his Ronco rotisserie oven, selling well...
November 01, 2017
"First and foremost, there has to be a need for life insurance," says Nelson Rivera,...
April 07, 2017
Increasing revenue at an advisory firm while reinforcing the value proposition is hard work.Absent the...
September 20, 2021
We are pleased to announce that Clarfeld has once again been ranked among Barron's 2021...
March 30, 2021
Chief Investment Officer, Michael Hans shares his views on moving markets, and the importance of...
February 23, 2021
Chief Investment Officer, Michael Hans, is featured in Barron’s PENTA to discuss the importance of...
February 02, 2021
Chief Investment Officer, Michael Hans shares his 2021 market outlook on Bloomberg Markets: The Open....
December 17, 2020
Chief Investment Officer, Michael Hans, joins discussions on Bloomberg Markets: The Open, to share his...
December 03, 2020
Our CIO, Michael Hans, joins Bloomberg Markets: The Close, to discuss market outlook and the implications...
September 15, 2020
Barron’s has given us the honorable recognition as one of the “Top 100 RIA Firms”...
August 20, 2020
Clarfeld is honored to share that we have been ranked #88 in Financial Advisor Magazine’s...
August 18, 2020
Our CIO, Michael Hans discusses moving markets with Joy Wiltermuth and Mark Decambre of MarketWatch...
July 22, 2020
Michael Hans, CIO at Clarfeld Citizens Private Wealth, joins Yahoo Finance’s The First Trade with...
July 16, 2020
In a recent interview, our CIO Michael Hans joins discussions with Fred Imbert of CNBC...
July 09, 2020
"Promoting Michael and bringing Joannie on board reflects Clarfeld’s steadfast commitment to expanding our world-class...
March 02, 2020
"I’m an unapologetic asset allocator and I have been recommending that clients not change their...
January 09, 2020
Wall Street Journal- Less than half of ETFs experience asset growth; a ranking tool raises...
December 31, 2019
Recognize that that throughout history investors have been searching for the single predictor of market...
December 27, 2019
In a recent "Bloomberg The Open" segment, Michael Hans discussed year-end tax loss selling following...
November 15, 2019
Clarfeld's CIO, Michael Hans, joins discussions on The Open to share his perspective on the...
November 04, 2019
TARRYTOWN, N.Y., Nov. 4, 2019 /PRNewswire/ --Clarfeld has announced that it is further deepening its...
October 04, 2019
Wall Street Journal- Anticipation of sharper growth slowdown pushes investors to bet policy makers will...
September 12, 2019
Our CIO, Michael Hans, joins discussions about the European Central Bank's latest stimulus plan of...
August 19, 2019
Wall Street Journal features Michael Hans, Chief Investment Officer of Clarfeld Citizens Private Wealth, to...
August 09, 2019
Clarfeld/Citizens Private Wealth CIO, Michael Hans, shares his views on trade and global economic outlook...
August 08, 2019
In a recent New York Times feature, Michael Hans, Chief Investment Officer of Clarfeld Citizens...
July 25, 2019
Clarfeld Chief Investment Office, Michael Hans was recently named to the list of Forbes Next-Gen...
July 12, 2019
Featured on Bloomberg Markets: The Open, Michael Hans discusses whether equities and bonds are diverging...
June 06, 2019
The New York Times recently featured Matthew Ruffalo CFA CFP, member of Clarfeld's Investment Policy...
May 14, 2019
CIO, Michael Hans, joins Bloomberg Markets: The Open, to discuss headline risk and how shareholders...
April 24, 2019
Our CIO, Michael Hans, debates potential outcomes of the current market rally with Krishna Memani,...
April 24, 2019
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, discusses his market outlook and asset...
April 11, 2019
Clarfeld's Managing Director and Chief Investment Officer, Michael Hans, joins CNBC's Power Lunch to discuss...
November 27, 2018
"People have been paying attention to the global slowdown for foreign markets all year," Mr....
October 23, 2018
On Bloomberg Daybreak Asia, our Chief Investment Officer, Michael Hans, discussed why it is important...
October 18, 2018
Clarfeld's Chief Investment Officer, Michael Hans, discussed how recent market volatility is an opportune time...
September 20, 2018
In an effort to simplify tax law, the TCJA changed the rules around the "kiddie...
September 10, 2018
Clarfeld's Managing Director and Chief Investment Officer Michael Hans talks with Kathleen Hays and Rshaad...
August 27, 2018
Becoming too emotionally attached to investments can result in irrationally clinging to an asset longer...
July 31, 2018
Our managing director and CIO Michael Hans met with The Street and Steve Chiavarone of...
July 17, 2018
The 4.2% plunge in U.S. oil prices Monday was the latest sign that the dynamics...
June 22, 2018
Investment volatility continues as the U.S. and China impending trade conflict causes stocks to fall...
May 16, 2018
Investors have been focused recently on worries over rising inflation and interest rates pushing up...
May 10, 2018
Michael Hans, Clarfeld Financial Advisors; Mathew Cheslock, Virtu Financial; and CNBC's Rick Santelli discuss what...
May 09, 2018
Clarfeld Financial Advisors' CIO tells Reuters' Fred Katayama financial and tech stocks can take this...
May 08, 2018
Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, on markets and current allocation strategy....
April 19, 2018
U.S. stocks fell on Thursday, as technology stocks from Apple to chipmakers declined following a...
March 27, 2018
Equities rallied sharply on Monday after the Wall Street Journal reported that U.S. and Chinese...
March 26, 2018
Clarfeld Financial Advisors' Chief Investment Officer offers tips on how to position fixed income portfolios...
March 21, 2018
U.S. stocks erased gains and closed lower Wednesday after the Federal Reserve raised interest rates...
March 05, 2018
Michael Hans, our CIO, dropped by CNBC’s Closing Bell on Monday, March 5 to discuss...
February 09, 2018
As trials by fire go, there probably couldn't have been a better script for Jerome...
February 08, 2018
Michael Hans, Chief Investment Officer at New York City-based Clarfeld Financial Advisors, said that his...
January 29, 2018
The Wall Street Journal - U.S. stock indexes retreated from record highs Monday, weighed down...
December 19, 2017
Ahead of year-end, Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, discusses the current...
November 20, 2017
Don’t blindly sell stocks to rebalance your portfolio in light of the global rally, Clarfeld...
September 15, 2017
Investment managers these days come in all shapes and forms: active mutual fund managers, steeply...
August 17, 2017
Clarfeld CIO Michael Hans recently appeared on a Masterclass roundtable panel for Asset TV discussing...
August 17, 2017
The Journal of Financial Planning: The Endowment Effect: Why Executives Love Their Company’s StockIn the...
August 01, 2017
We often become so obsessed with the portrayal of personal investing as a product or...
May 09, 2017
On May 9, 2017, Clarfeld’s Chief Investment Officer, Michael Hans, participated in a panel discussion...
May 08, 2017
On May 8, 2017, Clarfeld Financial Advisors was honored by the Third Street Music School’s...
April 07, 2017
Stocks trapped in a narrow trading range this Tuesday with a slight negative bias. With...
December 28, 2016
If 2016 has taught us anything, it is that investors should expect the unexpected. This...
October 21, 2021
In his latest Forbes feature, Rob Clarfeld discusses the importance of appropriate pricing when selling...
October 15, 2021
Our Chief Investment Officer and Director of Investment Services, Michael Hans, was recently ranked in...